Cloud Financial Management Software

Acumatica general business edition is designed for companies that don’t fit into specific industries like construction or manufacturing but still need a powerful ERP system.

This includes service-based businesses, nonprofits, multi-entity organizations, and growing companies ready to move on from QuickBooks or outdated systems.

Acumatica connects your financials, billing, time tracking, and reporting in one place—with unlimited users and real-time access from anywhere.

Acumatica offers a full suite of financial modules, including general ledger, accounts payable, accounts receivable, cash management, tax management, fixed assets, banking, and recurring revenue management.

Yes. Acumatica supports multiple currencies with automatic exchange rate updates, currency gains/loss tracking, and reporting in both base and foreign currencies—ideal for companies doing business internationally.

Acumatica automates financial consolidations and intercompany transactions. You can easily consolidate financials across multiple entities and currencies, and automate intercompany eliminations and reconciliations.

Acumatica includes budgeting and forecasting tools that use real-time ERP data. You can run annual, rolling, or project-based forecasts, compare them to actuals, and adjust plans using real-time data from across your organization.

Yes. Acumatica tracks budgets in real time and provides alerts when actuals exceed thresholds. You can drill into variances, run variance reports, and take corrective action before small issues become bigger problems.

Yes, Acumatica offers real-time dashboards and customizable reports for financial performance. You can monitor key metrics like cash flow, profit & loss, and balance sheets instantly. Data updates automatically as transactions occur, so you always have the latest financial information at your fingertips.

Yes, Acumatica allows you to build custom dashboards and financial reports. You can tailor dashboards to show real-time KPIs, charts, and summaries specific to each user or department. The built-in report designer makes it easy to customize and schedule financial and operational reports—no coding required. Drill-downs and Excel/PDF exports are also supported.

Yes, Acumatica fully supports recurring transactions and billing. You can schedule recurring invoices, bills, journal entries, and payments for customers, vendors, or internal accounts. The system allows you to define frequency (daily, weekly, monthly, etc.), set start/end dates, and configure automatic renewals. This is ideal for subscription services, retainers, and other repeat billing scenarios, reducing manual entry and ensuring timely billing.

Yes. Acumatica lets you automate approvals for things like invoices, expenses, and purchase orders. You can customize workflows to follow your business rules, route documents to the right people, and trigger actions like notifications or escalations. This speeds up approvals, reduces bottlenecks, and ensures compliance with your internal policies..

Acumatica minimizes manual entry with features like automated imports, OCR tools, and connected modules. Data entered once flows across sales, purchasing, accounting, and inventory. You can also connect bank feeds for automatic reconciliation and use the mobile app to capture field data on the go—no duplicate entry required.

In Acumatica you can create alerts for approvals, budget limits, expired documents, workflow status changes, and more. Notifications can be delivered by email, mobile push, or in-app messages. Acumatica also supports escalation alerts to keep tasks moving when deadlines are missed.

Yes. You can set up recurring invoices, bills, journal entries, and payments with flexible schedules—daily, weekly, monthly, or custom. It’s perfect for subscriptions, retainers, or maintenance contracts. Templates and automation ensure accurate, on-time billing with minimal manual input.

Yes. Acumatica supports bank and credit card feeds, allowing you to automatically import transactions for faster reconciliation. The system can match entries to existing records, reducing manual work and improving accuracy. It also supports rules for categorization and helps your finance team stay current with real-time cash flow visibility.

Yes, Acumatica lets you automate recurring financial tasks like billing, journal entries, and payments. You can schedule them to run at set intervals, define start and end dates, and set up automatic renewals—saving time and reducing manual effort.

Acumatica strengthens internal controls with role-based access, approval workflows, and clear segregation of duties. You can assign user permissions by department or role, so team members only access what they need. Every transaction and change is automatically logged—date, time, user, and details—creating a tamper-proof audit trail. You’ll also get alerts for unusual activity or policy violations, making it easier to spot and address issues quickly.

Yes, Acumatica makes it easy to restrict access based on user roles, departments, or even down to the individual level. You decide who can view, edit, approve, or delete transactions within each module. This ensures sensitive information and critical processes are only accessible to authorized team members, supporting both security and compliance.

Acumatica helps businesses stay compliant with standards like GAAP, IFRS, and SOX. Built-in workflows, audit trails, and permission controls support documentation and accountability. Secure document storage and strong data protection also make it easier to meet privacy and regulatory requirements.

Acumatica makes audit preparation much easier. It provides comprehensive audit trails, customizable audit reports, and secure document management. You can generate detailed records of transactions, approvals, and user access, and store compliance-related documents with version control. Alerts and notifications help you catch issues early, so you're always audit-ready.

Yes, Acumatica gives you full control over who can see what. Role-based access controls allow you to restrict access by user, role, department, or team. That means only authorized personnel can view or edit sensitive financial information. You can even limit visibility to specific modules, reports, or fields—ensuring your data stays protected and your internal controls stay strong.

Absolutely. Acumatica uses enterprise-grade security to keep your data protected. All sensitive information is encrypted both in transit (using SSL/TLS) and at rest. The system also performs automated backups and supports multi-zone disaster recovery, so your data stays secure and can be quickly restored if needed.

Adding users is simple. Acumatica’s unlimited user model means you don’t pay more to grow your team. Just set up the new user, assign their role-based permissions, and they’re ready to go—with access tailored to their job function.

Acumatica automates approvals, integrates data across departments, and gives you real-time visibility into spending. Budget alerts and expense tracking help prevent overspending, while centralized data helps you identify and eliminate inefficiencies.

Acumatica provides built-in budgeting and forecasting tools that use real-time ERP data. You can build annual, rolling, or project-based forecasts, compare projections to actuals, and run what-if scenarios to stay ahead of changing conditions.

Milestone takes the time to understand your business before anything else. Our team works closely with you to configure Acumatica around your workflows, help your team get up to speed, and make sure everything runs smoothly. We stay involved for after go-live to continue to support your success and adapt the system as your business grows.